Giving other users access to your research folders

You can give other users access to your folders by assigning roles to them. For example, anyone who wants to review and mark the items in a folder must have the Review role in that folder. Other roles permit users to export items from the folder and search for new items to add to it. The Full Control role combines all these permissions in one role.

You must have the Role Assignment permission in the folder to give other users access to it. By default, users with the Folder Full Control role have this permission.

To give another user access to a research folder

  1. Click the Research tab in the Compliance Accelerator client.

  2. In the left pane, click the folder to which you want to give access.

  3. Click the Role Assignment tab.

  4. Click the name of the user to whom you want to assign a role.

    If the user does not appear in the list, click Add at the top of the pane and then select the user to add to it.

  5. In the right pane, do one of the following:

    • Click Add to assign a new role.

    • Click Remove to remove the selected role.

  6. Click Save.

More Information

About the Compliance Accelerator permissions

Reviewing the items in research folders

Exporting items from research folders